DCIDonaldson Company, Inc.
$86.97+8.3% 1Y
$86.97
$79.1252 weeks$109.86
The financials
Donaldson Company, Inc. by the numbers
Donaldson Company, Inc. (DCI) reported revenue of $1.06B in Q4 2026 (quarter ended Jul 31, 2026), up 8.0% from the same quarter a year earlier. That came with a gross margin of 36% and net income of $129M (12% of revenue). For the full year FY2026, revenue was $3.89B (+5.3% year on year) and net income $454M. Its largest product in Q3 2026 (quarter ended Apr 30, 2026) was Aftermarket Products at $498M, 55% of the disclosed total, well ahead of Industrial Filtration Solutions Products at 26%. The next results filing is expected around Dec 3, 2026, the same week as a year ago.
| Income statement | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Revenue | $1.06B | $981M | +8.0% |
| Gross profit | $384M | $339M | +13% |
| Operating income | $177M | $152M | +16% |
| Net income | $129M | $114M | +13% |
| Diluted EPS | $1.10 | $0.96 | +15% |
| Product | Revenue | Share |
|---|---|---|
| Aftermarket Products | $498M | 55% |
| Industrial Filtration Solutions Products | $237M | 26% |
| Off Road Products | $104M | 11% |
| Aerospace And Defense Products | $45M | 4.9% |
| On Road Products | $28M | 3.1% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q3 2026Total $911.6M (+12%)
Off Road Products grew +8.8% year on yearAerospace And Defense Products -13% year on year
Segment Latestquarter on quarteryear on year
- Aftermarket Products$497.6M$497.6Mquarter on quarter +11%year on year +8.2%+11%+8.2%
- Industrial Filtration Solutions Products$237.1M$237.1Mquarter on quarter +6.5%year on year +2.3%+6.5%+2.3%
- Off Road Products$104.0M$104.0Mquarter on quarter +20%year on year +8.8%+20%+8.8%
- Aerospace And Defense Products$44.6M$44.6Mquarter on quarter +20%year on year -13%+20%-13%
- On Road Products$28.3M$28.3Mquarter on quarter +23%year on year +5.2%+23%+5.2%
On our screens:Quality at a reasonable price
Specialty Industrial Machinery
Ranks #8 of 33 by RyuScore